ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $472 | -0.8% | 3,550 | -1.2% | 0.34% | -4.5% |
| Q1 2023 | $476 | +84.5% | 3,594 | +74.1% | 0.36% | +90.4% |
| Q4 2022 | $258 | -99.9% | 2,064 | +1.0% | 0.19% | +10.0% |
| Q3 2022 | $242,000 | -14.8% | 2,043 | -15.9% | 0.17% | -8.6% |
| Q2 2022 | $284,000 | -61.6% | 2,429 | -59.0% | 0.19% | -61.4% |
| Q1 2022 | $739,000 | – | 5,931 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
| Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
| BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
| Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
| Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
| NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
| Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
| Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
| Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
| COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |